Money Purchase · DOL Form 5500 · 2022
Brenda Rivera Davila Money Purchase Plan
Data updated 2026-08-11
- $111K
- Total assets
- 5
- Participants
- 7th
- Percentile by assets
- $22,284
- Avg per participant
Official DOL plan name: Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 · Sponsored by Brenda Rivera Davila · Puerto Rico · Healthcare & Social Assistance
$111K in assets, 5 participants
Brenda Rivera Davila's Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 reported $111K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 7th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 7th percentile by assets (of 139,126 plans)
- #919 in Healthcare & Social Assistance (20,060 peers)
What the 2022 filing shows
Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 holds $111K for 5 participants - about $22,284 per participant, among the smaller plans by assets on file.
- $111K
- total plan assets (2022 EOY)
- 5
- covered participants
- 7th
- percentile by assets (of 139,126 plans)
- $22,284
- avg assets per participant
The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Money Purchase filing for Dra. Brenda Rivera Davila Retirement Plan Series 97-1537
Money Purchase filing for plan year 2022: EIN 660539314 ; effective since 1997-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $114K |
|---|---|
| Net Assets (End of Year) | $111K |
| Net Income | -$3K |
| Employer EIN | 660539314 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Brenda Rivera Davila)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $111K |
| 2023 | 1 | 5 | $114K |
| 2024 | 1 | 5 | $118K |
Nearby Money Purchase Plans in Puerto Rico
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 vs. nearby Money Purchase plans in Puerto Rico, assets vs. participants
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 by total assets, not by location.
Frequently Asked Questions
How did Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 assets move in 2022? ▼
How have Brenda Rivera Davila plan assets changed over time? ▼
Where does Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Dra. Brenda Rivera Davila Retirement Plan Series 97-1537? ▼
Next read for Dra. Brenda Rivera Davila Retirement Pla…
Filing takeaways
Ways to act on Dra. Brenda Rivera Davila Retirement Plan Series 97-1537's numbers.
- By total assets, Dra. Brenda Rivera Davila Retirement Plan Series 97-1537 ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Puerto Rico. Compare plans
- Brenda Rivera Davila's sponsor-wide assets have grown 5.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans